See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,506 | $85,766-13.1% | $136,294-45.3% | $70,131+6.2% |
| Participation rate | 86.2% | 74.2%+12.1pp | 81.9%+4.3pp | 69.5%+16.7pp |
| Annual return | 17.08% | 31.45%-14.4pp | 5155.94%-5138.9pp | 73.14%-56.1pp |
| Employer contribution / active EE | $337 | $2,966-88.6% | $4,695-92.8% | $2,342-85.6% |
| Participant deferral / active EE | $2,337 | $5,051-53.7% | $6,247-62.6% | $3,332-29.9% |
| Admin fee / account holder | $2,953 | $5,420-45.5% | $9,243-68.1% | $4,645-36.4% |